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Apella Capital’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Apella Capital’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$20.2M Buy
220,308
+176,221
+400% +$16M 0.26% 80
2026
Q2 		$3.93M Buy
+44,087
New +$3.81M 0.06% 188

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Apella Capital's AVLC Position: Q3 2026 in Review

Apella Capital increased its Avantis US Large Cap Equity ETF (AVLC) stake by 400% in Q3 2026, buying an estimated $16M and bringing the position to 220,308 shares worth $20.2M. The position accounts for 0.26% of the portfolio, ranked #80.

Apella Capital first reported a position in AVLC in Q2 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold AVLC as of Q3 2026.

  • Apella Capital held 220,308 shares of Avantis US Large Cap Equity ETF worth $20.2M as of Q3 2026.
  • Apella Capital bought 176,221 Avantis US Large Cap Equity ETF shares in Q3 2026, an estimated $16M.
  • Avantis US Large Cap Equity ETF made up 0.26% of Apella Capital's portfolio in Q3 2026, its #80 holding.
  • Apella Capital first reported a position in Avantis US Large Cap Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.